Position in UTZ
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$172,865
-$4,075 QoQ
Shares Held
22,450
+0.5% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#129
of 234 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UTZ Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026BEACON INVESTMENT ADVISORS LLC holds $850,769 across 2 Packaged Foods names. UTZ ranks #2 (20.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GIS |
General Mills Inc
|
19,480 | $677,904 | |
| 2 | UTZ |
Utz Brands, Inc.
This page
|
22,450 | $172,865 |
All Filings in UTZ
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $172,865 | 22,450 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $176,940 | 22,341 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $238,750 | 23,001 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $276,606 | 22,766 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $294,473 | 23,464 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $337,638 | 23,980 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $369,685 | 23,607 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $427,702 | 24,164 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $401,057 | 24,102 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $449,309 | 24,366 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $396,353 | 24,406 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $327,007 | 24,349 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $407,838 | 24,929 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $414,236 | 25,151 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $399,830 | 25,210 | Shares | Sole | 2023-02-09 | |
| No filing history on record for this holder in this stock. | ||||||